AgencyFocus™

When you know the numbers and financials within your agency, you gain a new perspective when it comes time to make a decision💡 Our ongoing fractional CFO services provide the financial foundation and strategic insights your agency needs to grow and scale month after month. Discover what a fractional CFO could do for your agency: agency-focus.com/cfo #CFO #AgencyFocus

Real stories, bold strategies, and a fresh approach to insurance leadership💡 Thanks to an invite from authors Beth DeLaForest and Joan Curtis, our own Carey and Lindsay Wallace had the privilege to bring their voices and insights to the blueprint for modern insurance agencies in "Rethink Everything". We can’t wait for you to get your hands on it! Order your copy on Amazon today: https://zurl.co/2G8Z1 #AgencyFocus #InsuranceLeadership

Retaining top producers in the independent insurance space is harder than ever. As competition rises, agencies are looking for strategic incentives beyond traditional commissions and bonuses. Dive into what producers are looking for in a career and the innovative incentive structures to match: https://lnkd.in/e5jUriiN #IncentivePrograms #IndependentAgencies

What a week we had in North Carolina! 1️⃣ An incredible Mastermind event with Christopher Paradiso and his team 2️⃣ An unforgettable evening hosted by Aubie and Natalie Knight 3️⃣ An amazing conference held by Independent Insurance Agents of North Carolina, Inc. (IIANC) 4️⃣ A time to enjoy the company of so many great folks in this industry with Agency VA The PEOPLE of insurance are the ones that make this all happen! We're just glad to be along for the ride. #ThankYou #BigIndustrySmallCommunity

Maybe you're in a Mastermind group. Maybe you've joined one in the past. Maybe you've thought they "aren't for you", or that there are "too many of them to decide". No matter where you're at with Mastermind groups, there is one thing we know for sure - independent insurance leaders want to know how to improve their agencies and grow strategically. That's why this isn’t just another networking group. This is built around real numbers, real data, and real conversations. Join a room of agents who push each other to BE BETTER. Learn more now at https://lnkd.in/ehp7Cwpc #Mastermind #ChallengeYourThinking

Our team really loves getting to spend time with the ISU Steadfast Insurance Agency Network APF group! This group pushes each other to be better and take themselves to the next level. Carey Wallace Lindsay Wallace

You can't fake passion👏 On this episode of the #InsuranceRefocused podcast, Lindsay and Carey Wallace sit down with Elizabeth Moore, co-founder of Amelia Risk Insurance Brokers, to discuss building a specialized insurance agency in the consumer-packaged goods (CPG) space. Elizabeth shares how her career path shifted from advertising dreams in New York to a fulfilling journey in insurance, and why choosing a niche has been key to her agency’s growth. She explains how important for agencies to use technology to streamline operations while keeping client relationships personal, and why referrals and trust often outweigh traditional advertising. 🎧Listen to the full episode at: https://zurl.co/cGUWA #CPG #RiskInsuranceBrokers

These last few weeks have been very busy!! This is a hectic time of year, with partner events and conferences scheduled back-to-back in many cases. But having the chance to do this with so many great people makes it all worth it. On to the next event - see you today, North Carolina friends! #BigIndustrySmallCommunity

On paper, it looked like a success story: A thriving agency generating millions in revenue with a healthy EBITDA. But beneath the surface, the truth was harder to face: The business was profitable, but not transferable. The future was entirely dependent on the owner, with no clear path for succession. In our newest #CaseStudy, discover how one agency turned this hidden vulnerability into a catalyst for growth, transformation, and long-term sustainability. Uncover the critical lessons for any agency owner planning for the future at: https://zurl.co/3rt6D #SuccessionPlan #AgencyFocus

Growth is great, but it doesn't come without its own set of challenges. So, what’s the real problem at hand? Far too often, agencies try to scale by simply hiring more people or throwing more technology at the issue. The result? What seems like a solution ultimately adds to the confusion, leaving the next steps unclear. In Thomas's newest article, uncover the cost of the disorganization in your agency and 3 simple steps you can put into action today: https://lnkd.in/eDduwn75 #AgencyFocus #Scaling